Wealthbox CRM Overview
Wealthbox CRM is a simple, social, and collaborative wealth management platform. It helps financial advisors build and manage their advisory practice efficiently.
Use Cases
Customers recommend Collaboration, Workflow Management, Conference Call Management, as the business use cases that they have been most satisfied with while using Wealthbox CRM.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Wealthbox CRM.
Wealthbox CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Wealthbox CRM works with different mediums / channels such as Offline, Social Media, Events, etc.
Wealthbox CRM's features include Recording, Templates, and Personalization.
Reviews
"We love the Wealthbox interface, because it's so intuitive and easy to use, and everyone stays in the loop on client activity." - Rianka Dorsainvil
Wealthbox CRM, PlanPlus Online, Neon CRM, Redtail CRM, Virtuous CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Wealthbox CRM
Top Industries
- Financial Services
- Marketing and Advertising
Popular in
- Small Business
- Mid Market
Wealthbox CRM is popular in Financial Services, and Marketing And Advertising, and is widely used by Small Business, and Mid Market,
Comprehensive Insights on Wealthbox CRM Use Cases
What makes Wealthbox CRM ideal for Collaboration?
Why is Wealthbox CRM the best choice for Workflow Management?
What makes Wealthbox CRM ideal for Creating Contact List?
What makes Wealthbox CRM ideal for Sending & Publishing Communications?
29+ more Business Use Cases
81 buyers and buying teams have used Cuspera to assess how well Wealthbox CRM solved their CRM needs. Cuspera uses 659 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
We love the Wealthbox interface, because it's so intuitive and easy to use, and everyone stays in the loop on client activity. Testimonial By Rianka Dorsainvil |
|
Wealthbox reminds me of when I got my first iPhone. It's an incredibly simple yet powerful platform for my firm. Testimonial By Jason Wenk |
|
Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. Testimonial By Toussaint Bailey |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Rianka Dorsainvil 2050 Wealth Partners |
We love the Wealthbox interface, because it's so intuitive and easy to use, and everyone stays in the loop on client activity. Testimonial By Rianka Dorsainvil |
|
Jason Wenk Founder & CEO Altruist |
Wealthbox reminds me of when I got my first iPhone. It's an incredibly simple yet powerful platform for my firm. Testimonial By Jason Wenk |
|
Toussaint Bailey CEO and Principal Enso Wealth |
Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. Testimonial By Toussaint Bailey |
Case Studies
| COMPANY | INDUSTRY | CASE STUDIES |
|---|---|---|
Financial Services
|
Financial Services |
Case Study FormulaFoliosRead More |
|
Financial Services
|
Financial Services |
Case Study The Advisor Growth CommunityRead More |
Financial Services
|
Financial Services |
Case Study Charles StephenRead More |
Video
How to Create and Customize a Dashboard in Wealthbox
Frequently Asked Questions(FAQ)
for Wealthbox CRM
What is Wealthbox CRM?
Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. It helps to launch new products and acquire customers.
Wealthbox CRM helps to create, design, develop and operate a stack of complementary web-and-mobile apps that are vertically aligned in the wealth management sector. With a focus on simplicity and usability, online products make use of modern design and development practices and reflect the growing consumerization of the financial enterprise and increase the simplicity of the investing experience.
Wealthbox keeps connected with clients, prospects, and staff with ease including features like contact management, task management, automated workflow, calendar events, opportunity tracking and many more.
What is Wealthbox CRM used for?
What are the top features of Wealthbox CRM?
Who uses Wealthbox CRM?
What are Wealthbox CRM alternatives?
Where is Wealthbox CRM located?
Peers used Wealthbox CRM for collaboration and workflow management
Wealthbox CRM Competitors
Wealthbox CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (69) |
| Analytics | Read Reviews (10) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (69) |
| Analytics | Read Reviews (10) |
Software Failure Risk Guidance
?for Wealthbox CRM
Overall Risk Meter
Top Failure Risks for Wealthbox CRM
Wealthbox Feeds
Wealthbox 2024 Mid-Year Milestones
Here’s a recap of Wealthbox feature releases, partner integrations, and important updates so far in 2024.
The post Wealthbox 2024 Mid-Year Milestones first appeared on Wealthbox CRM.
New in Wealthbox: Command Palette
At Wealthbox we have a need for speed, and today we’re excited to introduce a new feature to enhance your experience with Wealthbox: the Command Palette.
The post New in Wealthbox: Command Palette first appeared on Wealthbox CRM.
New in Wealthbox: AI and Automations
We are thrilled to introduce AI in Wealthbox! The first feature being released today, called “AI for Reports,� is now available to beta users, and we’ve also introduced new, complementary “Automation� features in Wealthbox.
The post New in Wealthbox: AI and Automations first appeared on Wealthbox CRM.
Wealthbox Profile
Company Name
Wealthbox
Company Website
https://www.wealthbox.com/HQ Location
594 Broadway, Suite 1004, New York City, NY 10012
Social
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